2024-05-13T13:47:59-05:00 2023-06-30 381357951 PLANTE & MORAN PLLC 10 S RIVERSIDE PLAZA 9TH FLOOR CHICAGO IL 60606 990 2022-07-01 362372371 AMERICAN DENTAL HYGIENISTS' ASSOCIATION AMER 3124408900 444 NORTH MICHIGAN AVE 400 CHICAGO IL 60611 JENNIFER HILL INTERIM CEO 3124408900 2024-05-06 1 JENNIFER HILL 999009999 1 DAVID LOWENTHAL P00378651 3122071040 2024-05-06 3 AAL1 IAL1 2022 2023-04-26 12:10:37Z JENNIFER HILL 444 NORTH MICHIGAN AVE 400 CHICAGO IL 60611 4847504 0 X WWW.ADHA.ORG X 1980 IL TO UNITE AND EMPOWER DENTAL HYGIENISTS TO ENHANCE THE PUBLIC'S ORAL AND OVERALL HEALTH. 18 16 28 20 142226 69317 329830 0 5038646 3948519 -97766 22080 256851 269974 5527561 4240573 8262 1205 0 0 2880093 2428165 0 0 0 4341251 1897621 7229606 4326991 -1702045 -86418 2135724 3605335 2902045 4208015 -766321 -602680 X TO IMPROVE THE PUBLIC'S TOTAL HEALTH; TO ADVANCE THE ART AND SCIENCE OF DENTAL HYGIENE BY ENSURING ACCESS TO QUALITY HEALTH CARE; INCREASING AWARENESS OF THE COST-EFFECTIVE BENEFITS OF PREVENTION; PROMOTING THE HIGHEST STANDARDS OF DENTAL HYGIENE EDUCATION, LICENSURE, PRACTICE AND RESEARCH, AND REPRESENTING AND PROMOTING THE INTERESTS OF DENTAL HYGIENISTS. 0 0 PROGRAMS FOR APPROXIMATELY 25,000 MEMBERS TO ADVANCE THEIR PROFESSIONAL DEVELOPMENT INCLUDING CONTINUING EDUCATION, INDUSTRY UPDATES, AND EMPLOYMENT SERVICES; AS WELL AS PROMOTING RESEARCH. IN ADDITION TO THE TECHNICAL SKILL PROGRAMS, ADHA ALSO SPONSORS GROUP INSURANCE COVERAGE AND MEMBER DISCOUNTS. 0 0 0 1 0 0 0 0 0 1 0 0 1 1 0 0 1 0 0 0 0 0 0 0 0 0 0 0 1 0 0 0 0 0 0 0 0 0 0 0 1 1 1 0 1 102 0 1 28 1 1 1 0 0 0 1 1 0 0 0 X 18 16 0 0 0 0 1 1 0 1 1 0 1 1 1 1 1 1 1 1 1 1 0 IL X LOURA COOPER 3124408914 444 N MICHIGAN AVENUE SUITE 400 CHICAGO IL 60611 SHARLEE BURCH PRESIDENT 2.00 1.00 X X 25875 0 0 DAWN ANN DEAN PRESIDENT ELECT 2.00 1.00 X X 8625 0 0 BECKY SMITH VICE PRESIDENT 2.00 1.00 X X 1300 0 0 JEANNA SECRIST TREASURER 2.00 1.00 X X 1300 0 0 LISA MORAVEC IMMEDIATE PAST PRESIDENT 2.00 0.00 X X 1300 0 0 E JANE CROCKER DIRECTOR 1.00 0.00 X 1300 0 0 DONNA LEE HICKEY DIRECTOR 1.00 0.00 X 1300 0 0 SHERI MOORE DIRECTOR 1.00 0.00 X 1300 0 0 RENEE SPENCER DIRECTOR 1.00 0.00 X 1300 0 0 BETH TRONOLONE DIRECTOR 1.00 0.00 X 1300 0 0 DANIELLE VICTORIANO DIRECTOR 1.00 0.00 X 1300 0 0 CARISSA REGNERUS DIRECTOR 1.00 0.00 X 1300 0 0 ERIN HALEY-HITZ DIRECTOR 1.00 2.00 X 1300 0 0 LEEANN WINKLER DIRECTOR 1.00 0.00 X 1300 0 0 CARA RECK DIRECTOR 1.00 0.00 X 1300 0 0 PAMELA LARRABEE DIRECTOR 1.00 0.00 X 1300 0 0 JENNIFER FRAME DIRECTOR 1.00 0.00 X 1300 0 0 CHRISTINA EMMERT HOUSE OF DELEGATE 1.00 0.00 X 0 0 0 ANN BATTRELL CHIEF EXECUTIVE OFFICER 35.00 5.00 X 449386 0 33922 LOURA COOPER DIRECTOR OF FINANCE - BEG 11/22 35.00 5.00 X 27977 0 3432 ISAAC CARPENTER ADHA INTERIM CFO - THRU 10/2022 35.00 5.00 X 138880 0 0 ANN LYNCH DIRECTOR OF ADVOCACY 40.00 0.00 X 155779 0 17171 LEAH JOHNSON DIRECTOR OF MEETINGS 40.00 0.00 X 137341 0 19791 JENNIFER HILL SR. DIRECTOR OF STRATEGIC OPERATIONS 35.00 5.00 X 132186 0 30040 JOANN GURENLIAN DIRECTOR OF EDUCATION 40.00 0.00 X 130169 0 12557 BRONWYN BARRERA DIRECTOR OF MARKETING 40.00 0.00 X 110737 0 22534 1336455 0 139447 6 0 1 0 SYNERGY CREATIVE INC 1039 W LAKE STREET CHICAGO IL 60607 MARKETING CONSULTING & DESIGN SERVICES 823443 PRODUCTION RESOURCE GROUP LLC 539 TEMPLE HILL ROAD NEW WINDSOR NY 12553 PROFESSIONAL PRODUCTION SERVICES 251701 CONVENTUS MEDIA 55 FERNCROFT RD DANVERS MA 01923 MANAGEMENT CONSULTING SERVICES 130362 RSM US LLP 30 S WACKER DRIVE STE 3300 CHICAGO IL 60606 MANAGEMENT CONSULTING SERVICES 128788 FOURTH STREET EDC LLC 421 WEST MAIN STREET FRANKFORT KY 40601 ENTERTAINMENT CONSULTING SERVICES 127427 6 MEMBERSHIP DUES 900099 3136883 3136883 PUBLICATIONS 900004 359190 245552 113638 SPONSORSHIPS 900099 350248 350248 REGISTRATION 900099 102198 102198 3948519 184 184 263687 28588 235099 628827 606931 21896 21896 21896 CATALOG ORDERS 900099 6287 6287 6287 4240573 3490920 142226 607427 1205 840839 1260039 51836 123921 151530 27907 82263 346283 283146 329320 228436 77410 77098 134477 41479 BANK CHARGES 224291 RECRUITMENT 30306 UTILITIES 6503 8702 4326991 37713 943341 760659 342786 451870 91261 254291 953828 2914521 2462483 424438 452038 206753 108168 0 713913 2135724 3605335 1188785 473364 1395134 2907525 318126 827126 2902045 4208015 X -803979 -640338 37658 37658 -766321 -602680 2135724 3605335 -86418 82303 167756 0 X 0 1 X 1 0 0 0 1 3136883 -124573 -124573 31369 -155942 153675 83241 70434 2760846 2379242 381604 452038 RIGHT-OF-USE OPERATING LEASE ASSET 713913 713913 DUE TO (FROM) ADHA INSTITUTE -6020 LEASE LIABILITIES - OPERATING 833146 827126 X X X X 0 0 0 ANN BATTRELL CHIEF EXECUTIVE OFFICER 409386 0 40000 0 0 0 12018 0 21904 0 483308 0 0 0 ANN LYNCH DIRECTOR OF ADVOCACY 155779 0 0 0 0 0 5800 0 11371 0 172950 0 0 0 JENNIFER HILL SR. DIRECTOR OF STRATEGIC OPERATIONS 132186 0 0 0 0 0 5166 0 24874 0 162226 0 0 0 LEAH JOHNSON DIRECTOR OF MEETINGS 137341 0 0 0 0 0 2850 0 16941 0 157132 0 0 0 PART I, LINE 7 AS INDICATED IN SCHEDULE J, PART II, CERTAIN INDIVIDUALS RECEIVED BONUSES BASED ON PERFORMANCE AND THE FINANCIAL RESULTS OF THE ORGANIZATION. THESE BONUSES ARE DISCRETIONARY IN NATURE AND APROVED BY THE BOARD. FORM 990, PART VI, SECTION A, LINE 6 THE ASSOCIATION HAS MEMBERS. THE DIFFERENT TYPES OF VOTING MEMBERS ARE AS FOLLOWS: ACTIVE MEMBERS, LIFE MEMBERS, RETIRED/SENIOR MEMBERS, MEMBERS WITH DISABILITIES. NON-VOTING MEMBERS INCLUDE INTERNATIONAL MEMBERS, STUDENT MEMBERS, SUPPORTING MEMBERS, HONORARY MEMBERS, ALLIED MEMBERS AND CORPORATE MEMBERS. FORM 990, PART VI, SECTION A, LINE 7A ONLY VOTING MEMBERS MAY VOTE FOR THE ELECTION OF DELEGATES TO THE HOUSE OF DELEGATES, HOLD OFFICE IN THE ASSOCIATION, ITS CONSTITUENTS AND COMPONENTS, AND SERVE ON THE BOARD OF DIRECTORS AND HOUSE OF DELEGATES. OFFICERS (PRESIDENT, VICE-PRESIDENT, TREASURER, SPEAKER OF THE HOUSE) ARE ELECTED BY BALLOT BY THE HOUSE OF DELEGATES TO SERVE FOR ONE YEAR OR UNTIL THEIR SUCCESSORS ARE ELECTED. DISTRICT DIRECTORS SERVE 2-YEAR TERMS. FORM 990, PART VI, SECTION B, LINE 11B THE BOARD RETAINS THE SERVICES OF AN INDEPENDENT CPA FIRM TO PREPARE THE ORGANIZATION'S FORM 990. MANAGEMENT REVIEWS THE COMPLETED FORM 990 AND PROVIDES A FULL COPY TO ALL VOTING MEMBERS OF THE GOVERNING BODY PRIOR TO FILING. THE GOVERNING BODY IS PROVIDED A REASONABLE AMOUNT OF TIME TO REVIEW THE RETURN AND ASK ANY QUESTIONS DIRECTLY TO ORGANIZATION MANAGEMENT OR THE CONTACT AT THE INDEPENDENT CPA FIRM PRIOR TO FILING. FORM 990, PART VI, SECTION B, LINE 12C AT THE BEGINNING OF EACH FISCAL YEAR, ADHA'S BOARD IS COUNSELED ON FIDUCIARY RESPONSIBILITY AND THEIR DUTIES OF CARE, LOYALTY, AND OBEDIENCE. EACH BOARD MEMBER COMPLETES A NEW CONFLICT OF INTEREST STATEMENT, WHICH IS KEPT ON FILE AT CENTRAL OFFICE. ADDITIONALLY, AT THE COMMENCEMENT OF EACH BOARD MEETING, THE PRESIDENT (OR THEIR APPOINTED REPRESENTATIVE), ASK IF ANYTHING HAS CHANGED TO PRESENT A CONFLICT AND PROVIDES THE OPPORTUNITY FOR BOARD MEMBERS TO DISCLOSE ANY CONFLICT OR PERCEIVED CONFLICT. ADDITIONALLY, EACH APPOINTED MEMBER OF A COUNCIL OR COMMITTEE COMPLETES A CONFLICT OF INTEREST FORM WHICH IS LIKEWISE, KEPT ON FILE IN ADHA'S CENTRAL OFFICE. NEW EMPLOYEES SIGN AND DATE A CONFLICT OF INTEREST STATEMENT UPON COMMENCEMENT OF EMPLOYMENT. ANNUALLY, ALL STAFF MUST SIGN A NEW CONFLICT OF INTEREST STATEMENT. FORM 990, PART VI, SECTION B, LINE 15 AT THE CONCLUSION OF EACH FISCAL YEAR, THE EXECUTIVE COMMITTEE COMPLETES THE PREVIOUSLY ADOPTED EVALUATION INSTRUMENT FOR THE CHIEF EXECUTIVE OFFICER'S PERFORMANCE. AFTER ALL THE INPUT OF MEMBERS OF THE COMMITTEE IS COMPLETED, THE EXECUTIVE COMMITTEE DISCUSSES THE EVALUATION WITH THE CEO AND PERFORMANCE OBJECTIVES FOR THE COMING YEAR ARE ESTABLISHED. UPON COMPLETION OF THE EVALUATION PROCESS, THE COMPENSATION COMMITTEE (PRESIDENT, PRESIDENT-ELECT, AND IMMEDIATE PAST PRESIDENT) MEET WITH THE CEO TO DETERMINE A COMPENSATION PACKAGE THAT IS REFLECTIVE OF ADHA'S FINANCIAL POSITION, MARKET CONDITIONS, AND SALARY SURVEYS FROM ASSOCIATION FORUM OF CHICAGOLAND AND AMERICAN SOCIETY OF ASSOCIATION EXECUTIVES. AN ADDENDUM TO THE CEO'S CONTRACT IS SIGNED BY THE PRESIDENT AND CEO. THE RESULTS OF THE PROCESS ARE SHARED WITH THE ENTIRE BOARD OF DIRECTORS AT THE FALL BOARD MEETING. FORM 990, PART VI, SECTION C, LINE 19 PUBLIC DISCLOSURE DOCUMENTS ARE AVAILABLE UPON REQUEST. AMERICAN DENTAL HYGIENISTS' ASSOCIATION INSTITUTE FOR ORAL HEALTH 444 N MICHIGAN SUITE 3400 CHICAGO IL 60611 363468143 TO PERFORM CHARITABLE, EDUCATIONAL, RESEARCH, AND SCIENTIFIC ACTIVITIES. IL 501(C)(3) LINE 12A, I AMERICAN DENTAL HYGIENISTS ASSOC 1 0 0 0 0 0 0 0 0 0 0 0 1 0 1 1 1 1 0 0 ADHA INSTITUTE FOR ORAL HEALTH P 6020 ACTUAL EXPENSES